A股收評：創業板指、深成指跌超1%，成交額跌破萬億，北向資金連續4日淨買入
11月16日，A股兩市縮量下跌，滬指早盤小幅衝高後震盪走低，全天收跌0.45%報3119點，深成指跌1.02%，創業板指跌1.19%。兩市情緒經過昨日宣泄後表現較為謹慎，下跌個股為2823只，1977股上漲，成交額9400億元 ，此前連續3天在萬億上方，北上資金全天淨買入約10億元，為連續4個交易日淨買入。
盤面上，行業板塊多數下跌，地產、芯片、券商、信創、醫藥等近期交替走強的板塊集體啞火，賽道股走勢較弱，光伏、鋰電等方向領跌。供銷社、TOPCON電池、新冠治療、證券等板塊跌幅居前。國資雲、Web3、博彩等概念表現活躍，三湘印象強勢5連板，二六三5日4板；旅遊、軍工板塊衝高回落，個股多數下跌。
供銷社概念股跌幅居前。天禾股份跌停，中農聯合跌逾8%，新力金融跌逾6%。
消息面上，天鵝股份上週五盤後發佈公吿稱，鑑於公司股價近期波動較大，為維護投資者利益，公司就股票交易波動情況進行核查。經公司申請，公司股票自2022年11月14日開市起停牌，披露核查公吿後復牌。
新冠治療板塊全線回調。廣生堂跌逾11%，亨迪藥業跌逾10%，眾生藥業跌逾9%，大理藥業、貴州三力跌逾8%。
TOPCON電池板塊領跌。聆達股份跌逾9%，帝科股份跌逾4%，寶馨科技、鈞達股份、沐邦高科跌逾3%
HJT電池跟隨走弱。晶澳科技、東方日升跌逾3%，京山輕機跌逾2%。
證券板塊全線回落。哈投股份、光大證券、國聯證券跌逾4%，東方證券跌逾3%。
房地產板塊大幅回落。天地源跌停，粵泰股份跌逾9%，新城控股、新華聯、合肥城建跌逾6%.
消息面上，國家統計局今日公佈的數據顯示，從環比來看，70個大中城市中，新建商品住宅和二手住宅銷售價格環比下降城市分別有58個和62個，比上月分別增加4個和1個，各線城市商品住宅銷售價格環比下降。
半導體板塊上演“一日遊”行情。時代電氣跌逾4%，高測股份、北方華創、蘇州固鍀跌逾3%。
Web3.0概念股持續活躍。二六三、吉宏股份漲停，中科金財、三湘印象逼近漲停，中文在線漲超8%。
教育板塊漲幅居前。昂立教育漲停，豆神教育漲超8%，科德教育漲超6%，全通教育漲超4%。
北向資金方面，北上資金淨流入27.95億元，其中滬股通淨流入17.79億元，深股通淨流入10.16億元。
展望後市，中金策略認為認為市場頂部可能存在一定的拋壓阻力；同時，從量能信號的角度，多數寬基指數的成交額綜合得分處於較高水平，我們認為資金面情緒有望支撐未來的市場上漲。
另一方面，從估值水平、市場情緒和資金流向維度所構建的左側擇時指標體系當前延續看多觀點，觸發指標為估值維度的估值分位與股權風險溢價指標，我們認為股市相比於債市當前在估值維度具備一定性價比，未來仍存在估值修復空間。
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